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5 Client Management Tools to Boost Your Business

Invest in your customers' experience and they'll invest in you.

By Sierra PowellPublished 3 years ago 4 min read
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Your customers determine the success of your business. If they don't find your brand satisfactory or worthy, they'll spend their money elsewhere. According to statistics, clients tell twice as many people concerning their bad experiences than their good experiences. Imagine how this can impact your business!

But on the positive side, if you manage to solve an unsatisfied client's problem, 70% of these clients will buy from you again. Beyond that, 91% of customers say that exceptional services make them more likely to shop from the same business again. Therefore, you need to invest in your customers and their experience. But where do you start?

Having a team of committed employees is the first step, but investing in the right technology and tools can be a game-changer. This is where customer management tools come in.

Here are five client management tools that can help you reap the benefits that come with making a client happy.

1. Iris

If you run a photography business, Iris is a must-have client management tool. This powerful photography management software combines all the features you may require to take your photography business to the next level. Your clients can book sessions online, sign a contract, and pay the invoice, all in just one step. Besides, Iris alerts you when customers book a session and emails your client a confirmation email. Moreover, this software handles the engaging work of mini sessions by allowing you to send mini-session reminders, questionnaires, referral requests, and thank you emails, all in one click. Also, Iris helps you easily send and receive contracts from your clients. In addition, you can become organized and save time with the mini session booking app. This application blends perfectly into the Iris CRM web application to help you monitor clients' activity and grow your business.

2. HubSpot

HubSpot is a client management tool that has simplified how teams manage their work. It offers fantastic free options in its Marketing, Sales, and Service CRM. From its learning guides to training resources to the online library, you can easily find all the help you need to set up and use the software. The free version provides you with marketing plans, email, signatures, and invoices. If you have a small business and don't have enough money to spend on client management tools, the HubSpot is perfect because it's free.

3. Zoho

Zoho is one of the best client management tools available in the market. With powerful salesforce automation and analytic features incorporated in the software, Zoho is a software you should try. It focuses explicitly on establishing better processes with options such as sales process builder. Zoho also provides fantastic options such as modules, custom fields, and layouts. In addition, its CRM comes with an AI-powered sales assistant, Zia, which allows you to predict sales outcomes, detect data anomalies, and more. Zoho costs between $12-$35 per month.

4. Monday.com

Monday.com is a client management tool that helps you consolidate all your customers' data in a customizable format. It allows you to develop lead forms and post them directly on your site, which will gather and save all client-related data and activity on its CRM board. This tool comes with a communication and collaboration functionality that allows you to invite, collaborate, and share files, conversations, and projects with your customers. It even lets you see who saw which message. In addition, this tool organizes all the deadlines so that you can get your job done on time. Monday.com costs between $39 to $79 per month.

5. Insightly

Insightly is easy-to-use client management and marketing automation software that helps you establish better relationships with your customers. This tool has drag-and-drop customization, which lets you create charts, graphs, and visuals to share across the organization. Besides powerful customer support, Insightly provides features such as lead routing, relationship linking, and workflow automation. It also has an option to develop custom apps and integrates with other apps like Microsoft Outlook, Gmail, Mailchimp, etc., and website-based services such as Zapier. Insightly price ranges between $29 and $99 per month.

Although several new tools have emerged in recent years, these five have impacted businesses. With countless teams and companies entrusting these tools to boost their customer service management efforts, now it's time you also give these tools a trial to determine which one works best for you.

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